FFO
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Fortitude Family Office’s Badger Meter BMI Stock Holding History

Fortitude Family Office’s Portfolio BMI Stock Details BMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$594 Sell
4
-3
-43% -$393 ﹤0.01% 1937
2026
Q1 		$1.07K Buy
7
+5
+250% +$785 ﹤0.01% 1498
2025
Q4 		$349 Sell
2
-3
-60% -$540 ﹤0.01% 1793
2025
Q3 		$893 Sell
5
-1
-17% -$197 ﹤0.01% 1592
2025
Q2 		$1.47K Buy
+6
New +$1.36K ﹤0.01% 1340

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fortitude Family Office's BMI Position: Q2 2026 in Review

Fortitude Family Office reduced its Badger Meter (BMI) stake by 43% in Q2 2026, selling an estimated $393 and leaving 4 shares worth $594. The position accounts for ﹤0.01% of the portfolio, ranked #1937.

Fortitude Family Office first reported a position in BMI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.47K in Q2 2025. 481 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Fortitude Family Office held 4 shares of Badger Meter worth $594 as of Q2 2026.
  • Fortitude Family Office sold 3 Badger Meter shares in Q2 2026, an estimated $393.
  • Badger Meter made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1937 holding.
  • Fortitude Family Office first reported a position in Badger Meter in Q2 2025 and has held it in 5 quarters since.
  • Fortitude Family Office's Badger Meter position peaked at $1.47K in Q2 2025.
  • 481 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.